Reports
Pre-built reports with filters and export options
Filters:
Monthly Deposits
Summary of all approved deposits grouped by month, desk, and agent.
Last run: May 30, 2026
Agent Performance
KPI metrics for each agent including calls, conversions, and deposit volumes.
Last run: May 29, 2026
Lead Source Breakdown
Leads by acquisition source (Facebook, Google, organic, etc.) with conversion rates.
Last run: May 28, 2026
Conversion Funnel
Full pipeline from New Lead → Demo Active → Converted with drop-off rates at each stage.
Last run: May 27, 2026
KYC Completion Report
Verification status breakdown: pending, approved, rejected with agent-level detail.
Last run: May 26, 2026
Churn Analysis
Clients marked Not Interested or Banned per period versus the previous period.
Last run: May 25, 2026
Scheduled Reports
Configure automatic report delivery via email in Settings → Email Templates.